William Mccullough

Employer firm

Mcc Wealth CRD 334330

$865.2K regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2019 → 11/2021
  Jpmorgan Chase Bank, N.A.
  Newnan, GA
• 11/2019 → 11/2021
  J.P. Morgan Securities Llc
  Newnan, GA
• 05/2019 → 10/2019
  Cherokee Country Club
  Atlanta, GA
• 04/2019 → 05/2019
  Emory University-Temp Services
  Decatur, GA
• 04/2017 → 02/2018
  Copeland & Stair, Llp
  Atlanta, GA
• 01/2014 → 04/2017
  Nall & Miller, Llp
  Atlanta, GA
• 01/2022 → 08/2024
  Mangham Scott Wealth Management
  Atlanta, GA
• 01/2022 → 12/2024
  Cetera Advisors Llc
  St Cloud, MN
• 03/2024 → 12/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2024 → Present
  Mcc Wealth
  Atlanta, GA
• 01/2014 → 11/2019
  Wolfgang Puck Catering
  Atlanta, GA

Previous Registrations

• 2024-03-21 → 2024-12-04
  Cetera Investment Advisers Llc
  Atlanta, GA
  Atlanta, GA
• 2022-01-18 → 2024-03-21
  Cetera Advisors Llc
  Atlanta, GA
  Atlanta, GA

Other Businesses

1. NAME OF OTHER BUSINESS: MCC WEALTH; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: MCC RISK AGENCY INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 09/2022; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 8; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, FIXED ANNUITIES, & LONG TERM CARE;

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-14
• S63 Uniform Securities Agent State Law Examination
  2020-02-14

Designations

• Chartered Financial Consultant

Other Names

• William Mccullough
• William Robert Mccullough